What are the responsibilities and job description for the AI Solutions Consultant position at PreSales Collective?
AI Solutions Consultant - Advisor Experience & AI Enablement
(C
ontract - 6-12 months, with potential for hire)
Overview
Ou
r client is building a next-generation AI enablement function focused on transforming the advisor and client experience through advanced AI capabilities. This team sits at the intersection of business innovation, field enablement, and applied AI, partnering closely with advisors to identify opportunities, design solutions, and drive adoption. We
are seeking an AI Solutions Consultant who combines deep technical expertise in AI (particularly agent-based solutions) with strong business acumen and executive presence. This individual will play a critical role in translating real-world advisor challenges into scalable AI-driven solutions.
Key Responsibilities
AI Solution Design & Development
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Required
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rn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at www.Kornferry.com
(C
ontract - 6-12 months, with potential for hire)
Overview
Ou
r client is building a next-generation AI enablement function focused on transforming the advisor and client experience through advanced AI capabilities. This team sits at the intersection of business innovation, field enablement, and applied AI, partnering closely with advisors to identify opportunities, design solutions, and drive adoption. We
are seeking an AI Solutions Consultant who combines deep technical expertise in AI (particularly agent-based solutions) with strong business acumen and executive presence. This individual will play a critical role in translating real-world advisor challenges into scalable AI-driven solutions.
Key Responsibilities
AI Solution Design & Development
De
- sign, build, and deploy advanced AI agents to address real-world advisor use cases
- anslate business problems into AI-enabled solutions, leveraging enterprise tools
- velop complex, multi-step agent workflows to automate and enhance advisor processes
- ntribute to evolving AI architecture, including opportunities tied to data modernization initiatives (e.g., Snowflake)
- ice-to-have) Build or refine models and support broader AI experimentation efforts
Pa
- rtner directly with advisors, complex directors, and field leadership to:
- entify pain points and inefficiencies
- commend AI-driven improvements
- pidly prototype solutions
- rticipate in field-facing sessions, working groups, and presentations to demonstrate AI capabilities
- rve as a trusted advisor to business stakeholders, bridging technical solutions with day-to-day workflows
Si
- t alongside business leaders to listen, observe, and identify AI opportunities in real time
- ickly translate ideas into working prototypes and testable agents
- erate based on feedback and scale successful solutions across the advisor population
- rtner with internal AI/data teams managing the incubation and governance lifecycle
Su
- pport the design and execution of AI adoption strategies across varying user maturity levels
- lp develop creative engagement tactics such as:
- bootcamps
- er challenges and adoption campaigns
- ructured learning journeys
- ive awareness, excitement, and usage of AI tools across the organization
Required
De
- ep expertise in AI/ML with a strong focus on agent-based solutions
- perience designing and building complex AI agents or autonomous workflows
- ility to translate ambiguous business problems into AI-driven solutions
- rong communication and interpersonal skills
- mfortable presenting to and engaging with advisors, directors, and senior leaders
- oven ability to operate as a hybrid business/technical consultant
- perience working in fast-paced, iterative environments
Ex
- perience in financial services / wealth management
- derstanding of advisor workflows and client engagement models
- miliarity with enterprise AI platforms
- posure to modern data environments (e.g., Snowflake)
- perience supporting change management, adoption, or enablement initiatives
- ckground in consulting, solution architecture, or digital transformation roles
AI
- Depth: Ability to build and deploy sophisticated, production-ready AI agents
- ecutive Presence: Strong communication skills with the confidence to engage field leaders and advisors
- siness Translation: Ability to take a business problem ("here's the challenge") and quickly design a viable AI solution
Re
- ports into the Director of Advisor Experience & AI Enablement
- rks closely with:
- eld-facing enablement leaders
- /data incubation and innovation teams
- erates as a bridge between idea generation, technical execution, and field roll-out
Si
- t in on advisor conversations, identify inefficiencies, design AI agents to solve them
- ototype solutions quickly and test with pilot users
- rtner on AI roll out strategies and adoption campaigns
- ntinuously refine and scale solutions across the advisor ecosystem
Ko
rn Ferry unleashes potential in people, teams, and organizations. We work with our clients to design optimal organization structures, roles, and responsibilities. We help them hire the right people and advise them on how to reward and motivate their workforce while developing professionals as they navigate and advance their careers. To learn more, please visit Korn Ferry at www.Kornferry.com